State of Your Estate: Understanding the Basics of Estate Planning & Living Trusts 2021 | SAFE Credit Union | 14 September 2021 | Virtual Event
Venue
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| Event Date | Tue Sep 14 EDT (about 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
An estate plan ensures your personal belongings and assets go to the people you care about most, but in many instances, a will isn’t enough. Join SAFE’s Financial Wellness team to understand how an estate plan can work in conjunction with a living trust to direct your health wishes, and administer and distribute, your assets both during and beyond your lifetime.
Topics covered in this session include:
• Benefits of the estate planning process
• Living trust basics
• Wills vs. Living Trust
• Probate
Speakers
2021 Speakers
Gina Richardson
Senior Financial Wellness Educator, SAFE Credit Union